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Social Security and Medicare Planning

As you approach retirement, you have many decisions to make. Two of your most important choices are how to tackle Social Security and Medicare. We can help you create a Social Security and Medicare plan.

Social Security Planning

Navigating Social Security can be complex. When do you file for retirement benefits? What happens if you file early or if you delay filing? Are you eligible for widow’s or widower’s benefit or a divorced spousal benefit? How can these integrate with your existing Social Security plan? And what about disability benefits, or other family benefits?

We offer comprehensive Social Security planning to help you maximize benefits for you and your family. As Social Security regulations evolve, we stay informed to make sure that you and your family can continually realign your Social Security strategy to best meet your financial needs and goals.

Medicare Planning

Medicare is another key piece of planning for retirement. When should you enroll in Medicare? Which types of coverage should you elect? What if you’re still covered by an employer health plan? How do you know if you need supplemental coverage or another type of health plan? Do you need additional tax planning to help you minimize the chances of paying higher Medicare Part B and Part D premiums?

If you are new to the world of Medicare coverage, our team of professionals can help. Together, we’ll review Medicare benefits, how to sign up during open enrollment, and what’s covered under the various types of health insurance.

Still don’t know where to begin when looking for medical insurance? We can recommend an insurance broker to help you further navigate the details of your health care coverage.


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Our team is available now to discuss all of your financial goals.